GWMIA
Global Wealth Management Investment Advisory’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30
| Closed | -$1.75K | – | 500 |
|
|
2023
Q3 | $1.75K | Hold |
30
| – | – | ﹤0.01% | 388 |
|
|
2023
Q2 | $1.47K | Buy |
+30
| New | +$1.47K | ﹤0.01% | 407 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$5K | – | 413 |
|
|
2022
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 357 |
|
|
2021
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 368 |
|
|
2021
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 380 |
|
|
2021
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 348 |
|
|
2021
Q1 | $4K | Sell |
150
-78
| -34% | -$2.08K | ﹤0.01% | 377 |
|
|
2020
Q4 | $5K | Buy |
228
+78
| +52% | +$1.71K | ﹤0.01% | 339 |
|
|
2020
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 394 |
|
|
2020
Q2 | $3K | Sell |
150
-31
| -17% | -$620 | ﹤0.01% | 490 |
|
|
2020
Q1 | $2K | Buy |
181
+131
| +262% | +$1.45K | ﹤0.01% | 521 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 530 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 539 |
|
|
2019
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 592 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 573 |
|
|
2018
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 603 |
|